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THE NEWCASTLE NETWORK LP

WELLESLEY, MA · CRD 316201 · IAPD ↗ · thenewcastlenetwork.com · 617-640-7020

$222.8MRegulatory AUM
7Advisory reps
12Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — THE NEWCASTLE NETWORK LP (WELLESLEY, MA) is newly SEC-registered with $222.8M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.